Morgan Stanley shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 46k | 93.25 |
| 2023-09-30 | $3.9M | 48k | 81.67 |
| 2023-06-30 | $4.4M | 52k | 85.40 |
| 2023-03-31 | $5.7M | 65k | 87.80 |
| 2022-12-31 | $5.6M | 66k | 85.02 |
| 2022-09-30 | $5.3M | 67k | 79.01 |
| 2022-06-30 | $5.1M | 67k | 76.05 |
| 2022-03-31 | $5.8M | 67k | 87.38 |
| 2021-12-31 | $6.5M | 67k | 98.16 |
| 2021-09-30 | $6.2M | 63k | 97.31 |
| 2021-06-30 | $5.8M | 63k | 91.68 |
| 2021-03-31 | $4.9M | 63k | 77.67 |
| 2020-12-31 | $4.3M | 63k | 68.53 |
| 2020-09-30 | $3.0M | 62k | 47.99 |
| 2020-06-30 | $1.8M | 37k | 48.28 |
| 2020-03-31 | $1.3M | 37k | 33.98 |
| 2019-12-31 | $2.0M | 39k | 51.10 |
| 2019-09-30 | $1.7M | 41k | 42.68 |
| 2019-06-30 | $1.9M | 42k | 43.82 |
| 2019-03-31 | $1.8M | 42k | 42.22 |
| 2018-12-31 | $1.7M | 42k | 39.66 |
| 2018-09-30 | $3.6M | 78k | 46.57 |
| 2018-06-30 | $2.2M | 46k | 47.37 |
| 2018-03-31 | $2.7M | 50k | 53.92 |
| 2017-12-31 | $3.0M | 56k | 52.44 |
| 2017-09-30 | $2.9M | 63k | 45.48 |
| 2017-06-30 | $2.8M | 63k | 44.53 |
| 2017-03-31 | $2.7M | 64k | 42.83 |
| 2016-12-31 | $2.9M | 69k | 42.25 |
| 2016-09-30 | $1.1M | 35k | 32.05 |
| 2016-06-30 | $776k | 30k | 25.98 |
| 2016-03-31 | $722k | 29k | 25.01 |
| 2015-12-31 | $900k | 28k | 31.82 |
| 2015-09-30 | $3.5M | 110k | 31.50 |
| 2015-06-30 | $4.3M | 110k | 38.78 |
| 2015-03-31 | $3.9M | 110k | 35.68 |
| 2014-12-31 | $4.2M | 109k | 38.81 |
| 2014-09-30 | $3.8M | 109k | 34.57 |
| 2014-06-30 | $3.5M | 108k | 32.35 |
| 2014-03-31 | $3.4M | 109k | 31.19 |
| 2013-12-31 | $3.5M | 110k | 31.36 |
| 2013-09-30 | $1.7M | 63k | 26.94 |
| 2013-06-30 | $811k | 33k | 24.43 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors